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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Bunker (swap one in):+ Outlook Financial Services $30.7M · Anchorage, AK+ Wealthness LLC $30.7M · Boonton, NJ+ Hinde Group LLC $27.7M · San Francisco, CA+ Velmark Capital Management LLC $27.6M · San Francisco, CA
San Francisco, CA
Modesto, CA
Roseville, CA
Assets under management$29.2M$30.8M$27.6M
Asset growth, last 2 years+1,375%––
Advisory staff221
Individual clients13814970
Assets per client$212K$207K$394K
Clients per advisor697570
Main custodianApex Clearing––
Filing with the SEC since202220262026
Tools in their stack––3
People on Advicer.bio–21

From each firm's latest Form ADV (Mar 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBunkerArrowhead Wealth Management Corp.Triflame Capital
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Bunker: Apex Clearing · Arrowhead Wealth Management Corp.: none listed · Triflame Capital: none listed